Plotbook
For Private Wealth Advisors

Find Your Next High-Net-Worth Client Before Your Competitors Do

Plotbook maps every property in the US with owner details, wealth estimates, and verified contact information — so you spend less time researching and more time closing.

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TL;DR Summary

Plotbook maps every property in the US with owner details, wealth estimates, and verified contact information — so you spend less time researching and more time closing.

The Problem

Traditional prospecting methods waste time on unqualified leads. Wealth data is scattered across dozens of sources, making it nearly impossible to build a reliable picture of a prospect's financial profile from property records alone.

The Plotbook Solution

Plotbook combines parcel-level property data with AI-powered owner research to give you a complete wealth profile in seconds. Search any address, identify the owner, and get verified contact information — all from a single interactive map.

Interactive Wealth Map

Visualize property values across any US neighborhood. Color-coded parcels reveal affluent areas at a glance so you can target the right ZIP codes.

AI-Powered Owner Research

Our AI agent searches the web, LinkedIn, professional databases, and public records to build a complete owner profile — name, net worth estimate, employer, and contact info.

Verified Contact Data

Get verified business emails and phone numbers sourced from Apollo and RocketReach. No more guessing or bounced outreach.

Wealth Estimation

Go beyond property value. Our AI enrichment combines property records, public data, and professional profiles to estimate total net worth.

Export & CRM Ready

Export prospect lists as CSV with full contact details. Import directly into Salesforce, Redtail, or Wealthbox for seamless follow-up.

99% US Parcel Coverage

Powered by Regrid's nationwide parcel database. Search any address in the country and get instant owner and property details.

Frequently Asked Questions

Plotbook combines a nationwide property map with AI-powered owner research. You can browse affluent neighborhoods, click any parcel to see the owner's name and estimated net worth, then get their verified email and phone number — all in one workflow.
Plotbook integrates Regrid for 99% US parcel coverage, Apollo and RocketReach for verified business contacts, and Google search data — all orchestrated by our AI agent to build comprehensive owner profiles.
Plotbook uses publicly available property records and business contact databases. All data is sourced from licensed providers. We recommend consulting your compliance team for specific firm-level requirements.
Wealth estimates combine verified property values, public records, and AI-enriched professional data. While no estimate is exact, our multi-source approach provides the most reliable picture available for prospecting purposes.
Yes. We offer a 7-day free trial with full access to the map, AI search, and contact enrichment features. No credit card required to start.

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Plotbook vs WealthEngine

See how Plotbook compares to WealthEngine for wealth prospecting.